420 Montgomery St., 2nd Floor, MAC 0120-029, San Francisco, CA 94104; phone: (415) 396-3695; fax: (415) 981-9106
(No. of participants)
Bundled (inc. in-house asset mgmt.) 36,900
Bundled (exc. in-house asset mgmt.) 1,100
Participants served exclusively 36,900
Bundled services 36,900
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $361 million
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Wells Fargo Bank provides services to 230 sponsors: 221 for bundled services (including in-house investment management); nine for bundled services except in-house investment management.
It has partnerships with AIM, American Century, AMR, Columbia, Dreyfus, Fidelity Advisor, Founders, Franklin/Templeton, INVESCO, Janus, Neuberger & Berman, Nicholas-Applegate, PIMCO, Scudder, Strong, Westcore and Wells Fargo Collective in investment management.
Sean Thomas is client contact.